Robertson Stephens Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 112,981 shares of IJR stock, worth $13.4 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
112,981
Previous 32,666
245.87%
Holding current value
$13.4 Million
Previous $3.82 Million
240.76%
% of portfolio
0.47%
Previous 0.14%
Shares
25 transactions
Others Institutions Holding IJR
# of Institutions
2,637Shares Held
504MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio